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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HG
1876
Harbor Group
New Hampshire
$606K
KCPG
1877
Kavar Capital Partners Group
Kansas
$605K
PWM
1878
Paulson Wealth Management
Illinois
$604K
SB
1879
Strategic Blueprint
Georgia
$604K
JGIA
1880
Jackson Grant Investment Advisers
Connecticut
$604K
RB
1881
Renasant Bank
Mississippi
$602K
LIA
1882
LBMC Investment Advisors
Tennessee
$601K
DCM
1883
Dorato Capital Management
Colorado
$601K
WP
1884
WealthPLAN Partners
Nebraska
$600K
WCP
1885
Wealthcare Capital Partners
Pennsylvania
$599K
CWM
1886
CCG Wealth Management
California
$599K
SB
1887
Sunflower Bank
Texas
$598K
NI
1888
Natural Investments
California
$598K
VCM
1889
Vivaldi Capital Management
Illinois
$598K
FP
1890
Factorial Partners
New York
$595K
SFG
1891
Sovereign Financial Group
Connecticut
$595K
CCA
1892
Childress Capital Advisors
Texas
$595K
GI
1893
GAMCO Investors
Connecticut
$594K
WBCM
1894
Wilson & Boucher Capital Management
California
$594K
FWM
1895
Finer Wealth Management
Massachusetts
$594K
SCI
1896
Stableford Capital II
Arizona
$593K
ICM
1897
Islay Capital Management
Texas
$593K
FMP
1898
Financial Management Professionals
Texas
$593K
MWM
1899
Manske Wealth Management
Texas
$592K
QFW
1900
QTR Family Wealth
Florida
$591K